Summitas Wins Private Asset Management’s 2022 “Best Technology Platform for Family Offices” Award

Maria J. Smith

Innovative consumer portals provide a single issue of access for safe collaboration.

NEW YORK, April 5, 2022 /PRNewswire/ — Summitas, an revolutionary system for protected, on the web consumer portals for family offices, prosperity advisors, and other consumer-struggling with corporations, has been named “Greatest Technologies Platform for Family members Offices” by Private Asset Management magazine (PAM) at the 2022 PAM Awards.

As the leading sector publication, PAM hosts the prestigious award ceremony to acknowledge the top rated advisors and company suppliers in wealth and personal asset administration, distinguishing people with particular advantage and motivation to excellence and innovation. Selected by a panel of pro judges, nominees undertake an comprehensive critique process.

“Summitas raises engagement and retention by supplying a singular online presence for arranging, safeguarding, and sharing economic, lawful, and collaborative facts,” stated Dan Gregerson, Summitas Govt Chairman. “Summitas delivers branded portals that extend on the web id by way of controlled accessibility to delicate material with point-and-click on simplicity. We’re delighted to have PAM and their panel of authorities recognize us again this calendar year.”

Experts and households require well timed accessibility to details from several sources. Summitas Platform® options a scalable, protected, and fault-tolerant engagement platform that hosts any of about 25 solution-precise apps. It was made as a vendor-neutral option to handle the exponential growth of specialised devices and granular services, rising operational complexity in the Wealth Business.

About Summitas

Summitas was launched in 2007 by a main American loved ones, Silicon Valley program entrepreneurs, and Prosperity Field veterans. Right now, we provide numerous of the greatest and finest-identified loved ones offices, multi-family places of work, RIAs, and regulation corporations.

With workplaces in New York Metropolis and Charlotte, we’ve gained awards in just about every class essential to enhance engagement for client-going through businesses. Our middle of gravity is security. Our mission is to offer fantastic assistance and measurable value.

Remember to get in touch with us if you require to manage, secure, and share information—all from a person position.



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